Schwab Long-Term US Treasury ETF
SCHQ
18 hedge funds and large institutions have $42.2M invested in Schwab Long-Term US Treasury ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 1 closing their positions.
450% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 2
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
22.04% more ownership
Funds ownership: 35.62% → 57.66% (+22%)
20% more funds holding
Funds holding: 15 → 18 (+3)
20% more capital invested
Capital invested by funds: $35.2M → $42.2M (+$6.95M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
+$16.7M |
| 2 |
IMC Chicago
Chicago,
Illinois
|
+$3.81M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$1.63M |
| 4 |
CST
Charles Schwab Trust
Henderson,
Nevada
|
+$1.6M |
| 5 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$990K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$14.6M |
| 2 |
Jane Street
New York
|
-$277K |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$29.9K |
SCHQ Hedge Fund Activity: Q1 2022 in Review
18 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Schwab Long-Term US Treasury ETF (SCHQ) for Q1 2022, worth a combined $42.2M — up 20% from $35.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SCHQ positions and 1 closed out — a net gain of 4 holders — while 11 added to existing stakes and 2 trimmed.
The largest buyer was Avalon Capital Management, opening a new position worth an estimated $16.7M. The largest seller was Bank of America, exiting entirely with an estimated $14.6M sold.
- 18 institutional investors held Schwab Long-Term US Treasury ETF (SCHQ) as of Q1 2022, up from 15 in Q4 2021.
- Funds reported $42.2M of Schwab Long-Term US Treasury ETF stock for Q1 2022, up 20% quarter-over-quarter.
- 5 funds opened new Schwab Long-Term US Treasury ETF positions in Q1 2022 and 1 closed out, a net change of +4 holders.
- The largest Schwab Long-Term US Treasury ETF buyer in Q1 2022 was Avalon Capital Management, an estimated $16.7M added.
- The largest Schwab Long-Term US Treasury ETF seller in Q1 2022 was Bank of America, an estimated $14.6M sold.
Based on aggregated 13F filings for Q1 2022.